Institutional filer · SEC 13F · Q3 2025
Briaud Financial Planning, Inc
The reported 13F portfolio of Briaud Financial Planning, Inc (CIK 1800586) - top holdings, how concentrated the book is, and what changed last quarter.
- $306.0M
- Reported book
- 36
- Positions
- #144
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Briaud Financial Planning, Inc ranks #144 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2025 the reported book is $306.0M across 36 positions, a concentrated portfolio led by a few core positions.
- $306.0M
- reported 13F value
- 36
- disclosed positions
- 36.4%
- in VANGUARD INDEX FDS
- #144
- of 360 filers
Top-5 share 91.5% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Briaud Financial Planning, Inc ranks #144 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Briaud Financial Planning, Inc sits by disclosed position count
Briaud Financial Planning, Inc reports 36 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Briaud Financial Planning, Inc vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
36 291st of 360 higher than 69 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Briaud Financial Planning, Inc reports a book ($0.31B) concentrated across only 36 disclosed positions -- fewer than the 85-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1800586 · Q3 2025 $306M book
BOOK-MID · POS-CORE · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-MID #144/360
- POS-CORE 36 names
- CONC-DOM 92% top-5
- LEAD-DOM 36.4% VANGUARD INDEX FDS
- PHOTO-FINISH Carrera
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2025
Photo-finish peer on reported book: Carrera Capital Advisors
Read with: Ownership concentration guide - Briaud Financial Planning, Inc's top-five positions weigh 92% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Briaud Financial Planning, Inc
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$306.0M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $111.4M | 36.4% |
| 2 | SPDR GOLD TR | $69.6M | 22.7% |
| 3 | INVESCO ACTVELY MNGD ETC FD | $36.4M | 11.9% |
| 4 | INVESCO QQQ TR | $36.3M | 11.9% |
| 5 | ISHARES SILVER TR | $26.3M | 8.6% |
| 6 | ISHARES GOLD TR | $6.3M | 2.1% |
| 7 | APPLE INC | $2.5M | 0.8% |
| 8 | ISHARES TR | $2.5M | 0.8% |
| 9 | NVIDIA CORPORATION | $1.8M | 0.6% |
| 10 | ANALOG DEVICES INC | $1.6M | 0.5% |
| 11 | EXXON MOBIL CORP | $1.1M | 0.4% |
| 12 | ABRDN PLATINUM ETF TRUST | $946K | 0.3% |
| 13 | ELI LILLY & CO | $805K | 0.3% |
| 14 | BERKSHIRE HATHAWAY INC DEL | $759K | 0.3% |
| 15 | MICROSOFT CORP | $724K | 0.2% |
| 16 | ISHARES TR | $654K | 0.2% |
| 17 | SPDR S&P 500 ETF TR | $641K | 0.2% |
| 18 | SPDR SERIES TRUST | $618K | 0.2% |
| 19 | AIR PRODS & CHEMS INC | $562K | 0.2% |
| 20 | AMAZON COM INC | $502K | 0.2% |
| 21 | ISHARES TR | $399K | 0.1% |
| 22 | VANGUARD WHITEHALL FDS | $396K | 0.1% |
| 23 | VANGUARD INDEX FDS | $389K | 0.1% |
| 24 | INVESCO EXCHANGE TRADED FD T | $318K | 0.1% |
| 25 | SPDR SERIES TRUST | $306K | 0.1% |
Latest Quarter Trades · Q3 2025
New positions (36)
Frequently Asked Questions
- How big is Briaud Financial Planning, Inc's 13F portfolio?
- Briaud Financial Planning, Inc reports $306.0M of long US-equity positions across 36 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Briaud Financial Planning, Inc sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Briaud Financial Planning, Inc ranks #144 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Briaud Financial Planning, Inc's largest position?
- Briaud Financial Planning, Inc's largest reported position is VANGUARD INDEX FDS at $111.4M, about 36.4% of its reported book as of Q3 2025.
- What did Briaud Financial Planning, Inc trade last quarter?
- In its Q3 2025 filing, Briaud Financial Planning, Inc opened 36 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Briaud Financial Planning, Inc: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($306.0M here).
Similar holding count
Nearest filers by number of disclosed positions (36 here).
Using this filing
- The rankings sort every tracked filer the same way Briaud Financial Planning, Inc was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Carrera Capital Advisors reported the nearest book value ($306.0M) this quarter, a useful scale comparison for Briaud Financial Planning, Inc. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.